JSMJX Mutual Fund
JSMJX Mutual Fund
NAV$25.61
AUM$3M
TER0.65%
Holdings24
See how much of JSMJX you already own
JSMJX Mutual Fund
NAV$25.61
JPMorgan SmartRetirement 2065 Fund Class I Class I
AUM$3M
TER0.65%
Holdings24
See how much of JSMJX you already own
JSMJX Mutual Fund Overlap Analysis
JSMJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSMJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSMJX may share significant positions with broad-market funds.
JSMJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSMJX tax-loss harvesting finds highly correlated but non-identical funds.